US
Greek advice market set for US expat boom
Following the closure of the Portugal golden visa scheme
Assetco targets US distribution and beyond
Wealth manager has partnered with Investcloud to take it products and strategies global
North America | 8 Feb 23
Advice tech firm eyes UK and US expansion after raising $18m
BNY Mellon and RBC invested in the company during a funding round
Focus Financial in talks with PE firm over sale
There is no certainty that a deal will be agreed
US wealthtech firm sets up Edinburgh office
It is ‘actively recruiting’ to bolster the UK operation